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iShares Core S&P Mid-Cap ETF

2,224 hedge funds and large institutions have $65.1B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 896 increasing their positions, 919 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

799% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $6.79M

104% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 76

8% more capital invested

Capital invested by funds: $60.2B → $65.1B (+$4.96B)

3% more funds holding

Funds holding: 2,1692,224 (+55)

3% less repeat investments, than reductions

Existing positions increased: 896 | Existing positions reduced: 919

1% less funds holding in top 10

Funds holding in top 10: 360355 (-5)

318.53% less ownership

Funds ownership: 394.72%76.19% (-319%)

Holders
2,224
Holders Change
+55
Holders Change %
+2.54%
% of All Funds
32.03%
Holding in Top 10
355
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.39%
% of All Funds
5.11%
New
155
Increased
896
Reduced
919
Closed
76
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1751
Berger Financial Group
Minnesota
$383K -$113 -2 -0%
JPMIA
1752
J.P. Marvel Investment Advisors
Massachusetts
$382K
AC
1753
Apella Capital
Connecticut
$382K +$106K +1,871 +42%
JSL
1754
JT Stratford LLC
Georgia
$380K -$10.9K -192 -3%
VCM
1755
Vivaldi Capital Management
Illinois
$379K +$27.5K +485 +8%
OBWG
1756
Onyx Bridge Wealth Group
New York
$378K -$33.4K -590 -8%
GWM
1757
Graybill Wealth Management
Illinois
$377K +$21.7K +384 +7%
RCP
1758
Rothschild Capital Partners
New York
$376K +$54.7K +967 +18%
FB
1759
First Bancorp
Maine
$375K
FWI
1760
Facet Wealth Inc
Maryland
$375K +$24.3K +429 +7%
TLFA
1761
True Link Financial Advisors
California
$375K -$32.6K -575 -9%
ANBTV
1762
American National Bank & Trust (Virginia)
Virginia
$374K +$349K +6,160 New
FF
1763
Fox Financial
Pennsylvania
$374K
AL
1764
ADE LLC
Maryland
$374K +$113 +2 +0%
PSA
1765
Plum Street Advisors
Louisiana
$373K +$57 +1 +0%
RC
1766
Roundview Capital
New Jersey
$372K +$347K +6,131 New
MAG
1767
M3 Advisory Group
Massachusetts
$372K +$6.23K +110 +2%
STA
1768
Summit Trail Advisors
New York
$372K
WHCFA
1769
William Howard & Co Financial Advisors
Tennessee
$372K +$346K +6,117 New
GSC
1770
Grey Street Capital
Illinois
$372K +$28K +494 +9%
AGC
1771
Aspen Grove Capital
Colorado
$371K
PD
1772
Planning Directions
Pennsylvania
$370K +$21.2K +375 +7%
TAM
1773
Tucker Asset Management
Colorado
$370K -$2.83K -50 -0.8%
IWP
1774
IAG Wealth Partners
Wisconsin
$369K
MCCA
1775
Mill Creek Capital Advisors
Pennsylvania
$369K

IJH Hedge Fund Activity: Q1 2024 in Review

2,224 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2024, worth a combined $65.1B — up 8.2% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IJH positions and 76 closed out — a net gain of 79 holders — while 896 added to existing stakes and 919 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $375M. The largest seller was Morgan Stanley, cutting an estimated $1.96B.

  • 2,224 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2024, up from 2,169 in Q4 2023.
  • Funds reported $65.1B of iShares Core S&P Mid-Cap ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 155 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2024 and 76 closed out, a net change of +79 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $375M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.96B sold.

Based on aggregated 13F filings for Q1 2024.